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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,947 | $72,486-35.2% | $87,103-46.1% | $72,976-35.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.41% | 24.46%-5.0pp | 28.19%-8.8pp | 81.02%-61.6pp |
| Employer contribution / active EE | $3,546 | $1,894+87.2% | $2,521+40.6% | $2,440+45.3% |
| Participant deferral / active EE | $5,575 | $3,270+70.5% | $4,049+37.7% | $3,608+54.5% |
| Admin fee / account holder | $47 | $5,055-99.1% | $7,491-99.4% | $5,124-99.1% |